Weekly Newsletter
“Third-Party Posts”
5 Reasons To Buy an Annuity
A few reasons to consider buying an annuity include the tax advantages, income for life and customization options for added benefits. The Annuity.org editorial team...
7 Keys to Pretirement Planning With Your Partner
Take these steps together to help you both get the retirement you want Retirement can last for decades, so the choices you make in the years leading up to it will have...
Annuities Rising in Popularity
Get trusted annuities advice, news and features. Find annuities tips and insights to further your knowledge on kiplinger.com. Rising interest rates are making annuities...
5 Ways To Kick Retirement Overspending
A budget is the best way to avoid running out of money in retirement Too many online shopping sprees. Frequent dinners at your favorite steak house. Pricey vacation...
6 Things I Wish Someone Had Told Me Before I Retired
A recent retiree shares lessons learned late about saving money and spending time Everyone nearing retirement has a vision of what their road will be like once they...
Social Security benefits in 2024: 5 big changes retirees should plan for
As inflation lingers, the Social Security Administration (SSA) is boosting its cost of living adjustment (COLA) for benefit checks in 2024. It’s just one of many...
Don’t Make This Big Retirement Mistake
A recent survey of Americans who have yet to retire found that just 10% have made plans to receive the biggest possible Social Security payout. And it’s not because...
What Is a Fixed Index Annuity?
The S&P 500 represents about 80% of the total market capitalization of large-cap U.S. stocks (market price per common share multiplied by the number of common...
6 Things I Wish Someone Had Told Me Before I Retired
A recent retiree shares lessons learned late about saving money and spending time Everyone nearing retirement has a vision of what their road will be like once they...
Weekly Market Commentary
Weekly Market Commentary - 12/1/2023 -Darren Leavitt, CFA A mélange of factors pushed US equity markets to a sneeze away from record highs. US Treasuries continued to...
Weekly Market Commentary
Weekly Market Commentary - 11/24/2023 -Darren Leavitt, CFA US equity markets inked a 4th straight week of gains despite the market appearing to be overbought. The...
Weekly Market Commentary
Weekly Market Commentary - 11/17/2023 -Darren Leavitt, CFA The S&P 500 closed above 4500 after inking its third consecutive weekly gain. Temperate economic data...
Weekly Market Commentary
Weekly Market Commentary - 11/10/2023 -Darren Leavitt, CFA Markets were mixed this week as investors digested additional earnings announcements, a plethora of Fed...
Weekly Market Commentary
-Darren Leavitt, CFA Equity markets faced another wave of selling as the S&P 500 went into correction territory, down 10.13% from the end of July. Investors saw...
Weekly Market Commentary
Weekly Market Commentary - 10/20/2023 -Darren Leavitt, CFA This week, the debt market resumed its sell-off and wreaked havoc on the equity markets. The US 10-year bond...
Weekly Market Commentary
Weekly Market Commentary - 10/13/2023 -Darren Leavitt, CFA US equity markets finished the week with mixed results as investors digested the first tranche of...
Weekly Market Commentary
Weekly Market Commentary - 10/6/2023 -Darren Leavitt, CFA Investors were treated to another mixed bag of market action as the yield curve steepened on the notion of...
Weekly Market Commentary
Weekly Market Commentary - 9/29/2023 -Darren Leavitt, CFA Markets finished a difficult month of September with mixed results. The prospect of a government shutdown,...
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TURNING BACK THE CLOCKS AND REVISITING THE ROTH IRA FIVE-YEAR CLOCKS
By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport A few weeks ago, many of us were required to turn back our clocks one hour and say goodbye to daylight...
4 IRA TAX BREAKS FOR WHICH WE GIVE THANKS IN 2023
By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport Thanksgiving is almost here! This is a time for us to gather together and express...
STILL-TIME-LEFT TO-DO LIST
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport Year-end to-do lists are commonplace. The problem is, they always seem to get published in...
FORMER BALTIMORE TOP PROSECUTOR CONVICTED OF LYING ON CORONAVIRUS WITHDRAWAL APPLICATION
By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport Remember coronavirus-related distributions, or “CRDs”? Passed as part of the CARES Act in March 2020, CRDs...
RMDS WHEN YOUR IRA INVESTMENTS ARE NOT LIQUID
By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport You may have noticed grocery stores stocking up for Thanksgiving, and festive...
THE FIVE-YEAR RULE AND RMDS: TODAY’S SLOTT REPORT MAIBAG
By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport Question: In 2020 and 2021, when I was over 65 years old, I converted some of my...
ONE BENEFICIARY, THREE IRAS, THREE DIFFERENT PAYOUT RULES
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport An advisor called and said his 75-year-old client had just passed away. He had questions about the...
SECURE 2.0’S BIGGEST MESS
By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport Of the 92 provisions in the SECURE 2.0 legislation, signed into law last December, by far the most...
THE PRO-RATA RULE AND MINOR IRA BENEFICIARIES: TODAY’S SLOTT REPORT MAILBAG
By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport Question: Dear Mr. Slott, I made $40,000 additional non-deductible (after taxes) contributions to...